SYMPHONY FINANCIAL, LTD. CO. of HOUSTON, TX is an SEC-registered investment adviser (CRD 171816). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Wallace Carr Burgoyne | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Amber Rene Walker | CHIEF OPERATING OFFICER | — |
| David Alan Moeller | CHIEF INVESTMENT OFFICER | — |
| BURGOYNE WALLACE CARR | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| WALKER AMBER RENE | CHIEF OPERATING OFFICER | — |
| MOELLER DAVID ALAN | CHIEF INVESTMENT OFFICER | — |